Sales & Customers
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I use the basic package for quickbooks onine. It used to work really well. For some reason, now everytime I makes an invoice, it takes really long to save. Sometimes it says error and does not save properly. I click save a few times and it continues to show the error message but it saves the invoice the amount of times I clicked save. Help? What can I do to make this more efficient?
As is often the case, I see how to do this on Quickbooks online but not on my trusty QB Desktop 2020 for Non-Profits.Multiple donors have requested (after having lost the receipts we sent), that we send them receipts for all of the donations they made for the whole year.How can I email them (in a single email) or print them without manually opening each receipt?
I don’t usually accept credit card payments, but forgot to disallow the option on these two. I got the notice that payment had been made, and would be credited to me soon, but weeks have gone by and I don’t see the payments.
I purchased job materials from Home Depot and then returned some of the items in a separate transaction as a refund. I want to upload the refund receipt to QuickBooks but not have the total be listed as an expense, throwing my numbers off.
Cannot get correct invoice number
Is this likely a storage cache issue?
Clients have multiple projects on the go with us, for example. If i send a new invoice, the email they get shows that invoice total added to whatever other existing amount. every single client gets confused by this, because it says the correct invoice # but then shows a total that doesn't match/is way more than it should be. Is there a way to fix this? Its so confusing for clients, we tell them to ignore the QBO emails and only take the PDF we email them as accurate, but i am getting so tired of having to explain this all the time! People freak out when an invoice is several hundred dollars more than it should be.
Customers need to see the invoice from QB, as well as the attached backup. This feature has been removed. Is there a way to turn it back on?
When I change the address for a customer, old versions of QB gave us the option of changing the address in this invoice and future invoices.The last couple of QB versions ask if want to change the address for this customer for past and future invoices. I do not want to change anything on previous invoices including the old addresses. Is there someway of only changing the address for the current and future invoices?Thx.
how to see past estimates for a customer
Hi!I'm in a bind as I cannot find out how to edit my Customer Statement forms. Our terms are either 2%/Net 10, 15 days, or Net 30. Most are at net 15, so I need that box at the bottom of the statement form Thanks! PS - we use QB Pro 2020, Desktop version, on W10
In QBO I setup the tax tracking and now I can't input any expense invoices. Haven't tried the sales side yet.
I have payments set up and use it. But customers sometimes want to pay in person....and the app always asks for zip code not postal code
I have a customer that subtracts their own processing fee from their payment to me. Eg. I billed them $338.99 and they paid me $325.43How do I clear the balance of $13.56 they didn't pay which goes towards their processing fee to keep things balanced?
